Checkout.com is a payment processor that allows you to accept payment on your website, from all major credit cards. This guide will help you enable and use checkout.com to handle payments in Operate.
Payments in Operate
Who is making payments?
Essensys provides Operate to property owners who rent properties to other companies/people.
Those companies/people make payments to property owners for products/services used.
Where are the payments made?
Payments are made in the portal in 2 areas:
- Payments for individual invoices: My Account -> Invoices
- Immediate payments for bookings: My Meetings -> Book a meeting room
There are also recurring payments triggered from Operate, which can be used to collect payments from different accounts, for their corresponding invoices
Go to Operate > Settings > Integrations > Payment Processors. Find Checkout.com and click Install.
Once installed, the buttons you will see next to Checkout.com will be Open and Uninstall. Click Open to proceed.
Configuring Your Integration
Click Start on the Welcome Screen.
Next, configure ALL of the organizations for which you want to enable Checkout.com. Simply click Configure to get started.
Set the Currency (enter the currency code - E.g.: GBP, EUR, USD). Next, enter your Checkout.com Public and Secret Keys. These are provided to you by the Checkout.com Sales Manager when your account is approved.
Tick Enable Recurring Payments if you want to accept them.
Tick Use Sandbox ONLY if you want to test the integration using the Checkout'com Sandbox. Otherwise, please leave this latter option unticked. When Use Sandbox is ticked, your checkout page will mention "This is in test mode" and no payment will be accepted live.
As soon as you save, your Organization should look like below and Checkout should be listed as the current processor. Your Checkout.com payments are now enabled.
Before you can use recurring payments via Checkout's app and start the collection, the customer's card details have to be stored by making a first payment in the portal and enable recurring payments.
Recurring payments can only be selected for invoice payments, booking payments only allow one time payments.
You will now be able to also collect payments from your customers via Checkout.com. From the Same Organizations screen, click Start Collection at the top right.
Filter your list by Organizations or Locations as needed; and select the Accounts that you want to collect from. Click Collect Now to proceed.
Your collection log download should start automatically and a copy will also be emailed to you. If you would like to download a copy of the log file click the download button below.
Making a test payment
For sandbox you can use test card details:
Expiry : 6/18
Or use the Checkout.com Test Cards.